Ifg Advisory, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$50.57 - $50.75 $454,320 - $455,938	8,984 New	8,984 $455,000
Q4 2023 Jan 17, 2024	SELL	$50.29 - $50.88 $393,871 - $398,492	-7,832 Reduced 47.66%	8,602 $436,000
Q3 2023 Nov 13, 2023	BUY	$50.45 - $50.66 $3,178 - $3,191	63 Added 0.38%	16,434 $829,000
Q2 2023 Jul 21, 2023	SELL	$50.49 - $50.76 $53,014 - $53,298	-1,050 Reduced 6.03%	16,371 $829,000
Q1 2023 Apr 26, 2023	SELL	$50.47 - $50.79 $151,712 - $152,674	-3,006 Reduced 14.72%	17,421 $884,000
Q4 2022 Jan 31, 2023	SELL	$50.24 - $50.61 $18,840 - $18,978	-375 Reduced 1.8%	20,427 $1.03 Million
Q3 2022 Oct 28, 2022	BUY	$50.25 - $50.72 $804 - $811	16 Added 0.08%	20,802 $1.05 Million
Q2 2022 Aug 04, 2022	BUY	$50.42 - $50.72 $352 - $355	7 Added 0.03%	20,786 $1.05 Million
Q1 2022 May 04, 2022	SELL	$50.56 - $51.05 $90,755 - $91,634	-1,795 Reduced 7.95%	20,779 $1.05 Million
Q4 2021 Feb 14, 2022	SELL	$50.99 - $51.08 $110,597 - $110,792	-2,169 Reduced 8.77%	22,574 $1.15 Million
Q3 2021 Oct 12, 2021	SELL	$51.03 - $51.1 $244,586 - $244,922	-4,793 Reduced 16.23%	24,743 $1.26 Million
Q2 2021 Jul 21, 2021	BUY	$51.02 - $51.09 $459 - $459	9 Added 0.03%	29,536 $1.51 Million
Q1 2021 Apr 19, 2021	SELL	$51.0 - $51.08 $427,278 - $427,948	-8,378 Reduced 22.1%	29,527 $1.51 Million
Q4 2020 Feb 08, 2021	BUY	$50.98 - $51.08 $60,513 - $60,631	1,187 Added 3.23%	37,905 $1.93 Million
Q3 2020 Nov 02, 2020	BUY	$50.93 - $51.06 $26,025 - $26,091	511 Added 1.41%	36,718 $1.87 Million
Q2 2020 Aug 10, 2020	BUY	$50.01 - $50.99 $1.4 Million - $1.43 Million	28,045 Added 343.6%	36,207 $1.85 Million
Q1 2020 May 11, 2020	BUY	$49.43 - $50.65 $76,616 - $78,507	1,550 Added 23.44%	8,162 $411,000
Q4 2019 Feb 07, 2020	SELL	$50.42 - $50.53 $23,747 - $23,799	-471 Reduced 6.65%	6,612 $333,000
Q3 2019 Nov 06, 2019	SELL	$50.42 - $50.59 $288,049 - $289,020	-5,713 Reduced 44.65%	7,083 $357,000
Q2 2019 Aug 06, 2019	BUY	$50.32 - $50.5 $643,894 - $646,198	12,796 New	12,796 $660,000

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# of Institutions

463

Shares Held

41.3M

Call Options Held

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